Checklists to Help Make the Gift Happen

At long last, your donor said yes! It’s been years in the making and a celebration is in order… but then what? It’s not over yet. Documents need to be drafted and approved. There are appraisals, and maybe environmental audits. Who is responsible for transferring ownership? Will you need title insurance? What about a tax ID number? There’s a reason even rocket scientists use checklists. In this webinar we will review common sense steps and provide some practical checklists to help you navigate the close of that gift you’ve worked on for so long .